Who Owns ZACKS SMALL/MID CAP (SMIZ)? -- Institutional Holders (2026-06-30)

79 institutions reported holding $254.4M of ZACKS SMALL/MID CAP (SMIZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Avior Wealth Management, LLC ($45.5M), TRUE Private Wealth Advisors ($34.7M), GeoWealth Management, LLC ($16.8M), ENVESTNET ASSET MANAGEMENT INC ($13.1M), Steward Partners Investment Advisory, LLC ($11.9M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Avior Wealth Management, LLC	$45.5M	1.0M	Added
2	TRUE Private Wealth Advisors	$34.7M	776,904	Added
3	GeoWealth Management, LLC	$16.8M	377,337	Added
4	ENVESTNET ASSET MANAGEMENT INC	$13.1M	293,193	Added
5	Steward Partners Investment Advisory, LLC	$11.9M	266,062	Added
6	TRUIST FINANCIAL CORP	$11.4M	254,812	Added
7	CreativeOne Wealth, LLC	$10.9M	244,611	Trimmed
8	CONTINENTAL INVESTORS SERVICES, INC.	$10.6M	244,244	Added
9	Sanchez Wealth Management Group	$9.7M	218,094	Added
10	LPL Financial LLC	$9.5M	213,976	Added
11	Strive Financial Group ,LLC	$9.2M	205,799	Added
12	Koshinski Asset Management, Inc.	$6.6M	148,231	Added
13	Arete Wealth Advisors, LLC	$5.1M	113,896	Trimmed
14	Strategic Blueprint, LLC	$3.5M	79,321	Added
15	Advisory Services Network, LLC	$3.4M	76,306	Trimmed
16	Maia Wealth LLC	$3.2M	72,018	Added
17	M1 Capital Management LLC	$3.2M	71,943	Added
18	Navigation Wealth Management, Inc.	$3.0M	67,317	Added
19	Balboa Wealth Partners	$2.4M	54,640	Trimmed
20	FOCUSED ALPHA, LLC	$2.4M	53,882	New
21	Advyzon Investment Management, LLC	$2.3M	52,211	Added
22	Prosperity Financial Group, Inc.	$2.3M	51,779	Added
23	Farther Finance Advisors, LLC	$2.1M	47,553	Added
24	Alteri Wealth LLC	$1.8M	40,908	Trimmed
25	Golden State Wealth Management, LLC	$1.8M	39,660	New

Source: SEC Form 13F filings · as of 2026-06-30